AdvisorRanked
95
Clean

EUBEL BRADY & SUTTMAN

10100 INNOVATION DRIVE, MIAMISBURG, OH 45342
Fiduciaryfee-onlySEC Registered
937-291-1223 HTTPS://LINKEDIN.COM/COMPANY/EBS-INVESTMENT-AND-WEALTH-MANAGEMENT CRD #107316
$2.1B
Assets Managed
23
Clients
34
Employees
33
Years Active
since 1993

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46108. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 33 years.

Firm Details

Legal NameEUBEL BRADY & SUTTMAN
CRD Number#107316
SEC RegisteredYes
Registration Date1993-09-09
States RegisteredOH
Assets Under Management$2.1B
Number of Clients23
Employees34
Compensation Typefee-only
Last ADV Filing46108

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Frequently Asked Questions

Is EUBEL BRADY & SUTTMAN a fiduciary?

Yes. EUBEL BRADY & SUTTMAN is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does EUBEL BRADY & SUTTMAN charge clients?

EUBEL BRADY & SUTTMAN uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does EUBEL BRADY & SUTTMAN have any complaints?

No. EUBEL BRADY & SUTTMAN has zero complaints or disciplinary actions on file with the SEC or FINRA across 33 years of operation.

How does EUBEL BRADY & SUTTMAN compare to other advisors in MIAMISBURG?

EUBEL BRADY & SUTTMAN has a Red Flag Score of 95/100. There are 3 registered advisory firms in MIAMISBURG. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46108. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.